Institutional Ownership Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV). We have compiled data on the 1,921 institutions that hold shares in the stock, with a total of 504 Million shares, which have been reported (via 13F filing form) to have a value of $63.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jgp Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
3,042
shares
|
$380,858
0.04% of portfolio
|
Q4 2025
Reduced 64.05%
|
|
|
Trust CO Of Virginia
|
Jan 23, 2026 Q4 2025 |
3,020
shares
|
$378,104
0.03% of portfolio
|
Q4 2025
Reduced 5.48%
|
|
|
Clarity Wealth Advisors, LLC
|
Jan 22, 2026 Q4 2025 |
3,010
shares
|
$376,852
0.08% of portfolio
|
Q4 2025
New holding
|
|
|
Epiq Partners, LLC
|
Jan 07, 2026 Q4 2025 |
3,008
shares
|
$376,601
0.21% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
3,006
shares
|
$376,351
0.01% of portfolio
|
Q3 2025
Added 74.97%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 07, 2026 Q4 2025 |
3,002
shares
|
$375,850
0.01% of portfolio
|
Q4 2025
Reduced 57.01%
|
|
|
Northland Securities, Inc.
Minneapolis, MN |
Jan 23, 2026 Q4 2025 |
3,000
shares
|
$375,600
0.19% of portfolio
|
Q4 2025
New holding
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
2,998
shares
|
$375,349
0.03% of portfolio
|
Q3 2025
Reduced 7.84%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
2,990
shares
|
$374,348
0.02% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
2,989
shares
|
$374,222
0.08% of portfolio
|
Q3 2025
Reduced 9.94%
|
|
|
Alta Advisers LTD
|
Oct 31, 2025 Q3 2025 |
2,973
shares
|
$372,219
0.11% of portfolio
|
Q1 2025
Added 58.73%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
2,929
shares
|
$366,710
0.03% of portfolio
|
Q3 2025
Reduced 8.95%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Nov 03, 2025 Q3 2025 |
2,905
shares
|
$363,706
0.04% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Oct 29, 2025 Q3 2025 |
2,905
shares
|
$363,706
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
2,893
shares
|
$362,203
0.01% of portfolio
|
Q3 2025
Reduced 4.3%
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
2,888
shares
|
$361,577
0.12% of portfolio
|
Q2 2025
Added 25.46%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
2,867
shares
|
$358,948
0.01% of portfolio
|
Q3 2025
Reduced 66.59%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
2,855
shares
|
$357,446
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
2,854
shares
|
$357,320
0.01% of portfolio
|
Q3 2025
Added 61.7%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Dec 01, 2025 Q3 2025 |
2,841
shares
|
$355,693
0.09% of portfolio
|
Q3 2025
Reduced 36.56%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
2,835
shares
|
$354,942
0.0% of portfolio
|
Q3 2025
Added 35.91%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
2,833
shares
|
$354,691
0.01% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
2,816
shares
|
$352,563
0.12% of portfolio
|
Q3 2025
Added 8.22%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
2,814
shares
|
$352,312
0.01% of portfolio
|
Q3 2025
Reduced 11.15%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2025 Q3 2025 |
2,810
shares
|
$351,812
0.0% of portfolio
|
Q3 2025
Reduced 11.08%
|
|